Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Luke is a financial advisor with over 20 years of experience in the financial services industry. Daniel holds multiple licenses and designations including the Series 7, 6, 63, and 66 licenses as well as the CFP® designation. Daniel is currently registered with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC in Utah and Texas. Prior to joining Diversify, Daniel was a Registered Representative with Cedar Crest Advisors, LLC in Utah and a Registered Representative with Omni Brokerage, Inc., also in Utah. Daniel's experience and commitment to his clients is evident in the broad range of services he provides, including financial planning, wealth management, portfolio management for individuals and businesses, and selection of other advisors. Daniel serves a diverse client base including high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
01/26/2016 - 04/17/2018
CEDAR CREST ADVISORS, LLC (Sandy UT)
UT
08/05/2004 - 04/28/2011
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
NY
01/16/2001 - 08/06/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 01/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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